RFG Advisory’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
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|
2025
Q1 | $2.47M | Buy |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $212K | Sell |
|
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $330K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $219K | Sell |
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|
2022
Q2 | $374K | Buy |
|